Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,695 | $117,846-85.0% | $102,434-82.7% | $145,884-87.9% |
| Participation rate | 20.0% | 78.6%-58.6pp | 76.5%-56.5pp | 80.3%-60.3pp |
| Annual return | 12.52% | 31.90%-19.4pp | 29.46%-16.9pp | 551.85%-539.3pp |
| Employer contribution / active EE | $754 | $3,615-79.1% | $3,023-75.1% | $4,662-83.8% |
| Participant deferral / active EE | $3,041 | $5,733-47.0% | $5,055-39.8% | $6,690-54.5% |
| Admin fee / account holder | $7,022 | $13,356-47.4% | $9,462-25.8% | $13,392-47.6% |